1/ A Russian military police officer who stole 2 million rubles from a mentally disabled recruit was sent to an assault unit. However, illustrating the current state of morale on the front lines, he and three comrades reportedly blew their own legs off to avoid going to fight. ⬇️

2/ Russian warblogger 'BCh3' tells the story in three posts:

"We usually write about heroes, but here we have an anti-hero. One of those who profit from war; one of those who ‘while some suffer, others benefit’. Meet one of the staff officers of the Military Police."

3/ "Briefly, the situation...

A training ground. New arrivals are undergoing training. One of the fighters is a quiet guy, but something is wrong with his head. He is unwell.

1/ Why aren't Russia's treaty partners helping it in the war against Ukraine, ask Russian warbloggers. They wonder what use the Collective Security Treaty Organisation (CSTO) is if it can't even help Russia to conquer a neighbouring state. ⬇️

2/ The CSTO was established in 2002 as a military alliance of six post-Soviet states – Armenia (which is in the process of withdrawing), Belarus, Kazakhstan, Kyrgyzstan, Russia, and Tajikistan. Its charter requires participants to abstain from the use or threat of force.

3/ Despite this, Russian warbloggers can't seem to understand why none of the CSTO states will provide military assistance against Ukraine. 'Direct Action Z' laments:

🚨 BREAKING: The crypto links that need ever more light shed into them, update: ex-convict George Cottrell, Christopher Harborne, Nigel Farage and Mint's Richard Barnett had a bash at Scott's in London, 6th July 2020.
🧵 1/3
Credit @nickreeves9876

A few days after Scott's, 17th July 2020, George Cottrell's website was registered, initially with Seychelles address. Later in Oct it got a Curacao online casino license and then in Nov it started operating with absolutely outlandish capital claims.
2/3 Tether.Bet

Cottrell, Barnett and Farage were joined by Mark Brnovich, Cottrell's friend and former AG for Arizona (where Cottrell was indicted for money laundering), at Cheltneham in 2025. Mark was also close to @MickeySpajic, PM of Montenegro & was appointed Ambass. to Serbia by Trump.
3/3

Heat waves are driven by weather patterns but occur on the backdrop of a rapidly warming world. Without climate change the current European heat wave would have been ~3.2 °C (5.8 °F) cooler.

Heat impacts are non-linear, so this higher severity can lead to much greater suffering

Europe has been warming at a much faster rate than the world as a whole: roughly twice as fast as the global average, and 40% faster than the global land average.

This warming has been fastest in the winter months – driven in part by greater absorption of sunlight with less winter snow cover – but has been rapid year-round:

$AMD's ready for $1T MC w/ Samsung $648B CapEx🧵
Not Financial Advice! DYOR! Research Purpose only!

Samsung’s 1,000 trillion KRW (~$648 billion) decade-long investment, with a heavy emphasis on semiconductors (potentially 300+ trillion KRW for new chip fabs and related infrastructure), directly strengthens @AMD position in the memory-constrained AI ecosystem. This builds on the March 2026 strategic MOU between AMD CEO Dr. Lisa Su and Samsung Chairman Lee Jae-yong, which positions Samsung as the primary (and initially sole) supplier of HBM4 for AMD’s next-generation Instinct MI455X GPUs, alongside advanced DDR5 for 6th-gen EPYC “Venice” processors and the Helios platform.

@AMD needs TSMC and Samsung to get to $1T then $5T long term. Samsung will also be a large customer buying AMD Chips for years to come. Will link varioud subscribers threads from supply chain to different analyses if u are interested.
Otherwise slap the like/repost!

1. Agentic AI and AMD’s J-Curve CPU Growth Opportunity

Agentic AI represents a structural shift in data center architecture from 1 CPU 4-8 GPUs to 1 CPU 1 GPU and significicant higher 3-5 CPU and 1 GPU for Heavy Agentic workloads. Unlike traditional generative AI (heavily GPU-bound for training and inference), agentic systems require substantial CPU resources for orchestration, reasoning, memory management, tool use, planning, and coordination across multiple agents and models. This drives demand for high-core-count, high-bandwidth server CPUs alongside GPUs.

AMD has highlighted this trend explicitly, Agentic AI is accelerating server CPU demand beyond prior forecasts. The company now projects the overall server CPU total addressable market (TAM) growing at >35% annually, potentially reaching >$120B by 2030 (with some analysts view TAM at $233B+ by 2030, IMO it is $500B TAM by 2030). Agentic workloads are expected to become one of the fastest-growing (and potentially majority) segments of this CPU opportunity.

This creates a classic J-curve growth profile for AMD’s EPYC business: initial investments and ecosystem building lead to rapid revenue acceleration as agentic AI adoption scales in enterprise, cloud, and sovereign environments. The CPU-to-GPU ratio in AI infrastructure is evolving, with more CPU-heavy racks needed to power the “brains” of agentic systems.

2. Samsung’s Memory Expansion Directly Benefits EPYC Venice CPUs

The March 2026 strategic MOU between AMD CEO Dr. Lisa Su and Samsung Chairman Lee Jae-yong explicitly extends beyond HBM4 for Instinct GPUs. Samsung and AMD are collaborating on high-performance DDR5 memory solutions optimized specifically for 6th Gen AMD EPYC “Venice” CPUs and the AMD Helios rack-scale platform. I see Samsung as a more responsible memory maker, where this will benefit AMD on supplying the growth through 2030.

~Higher performance & bandwidth, Optimized DDR5 enables Venice’s advanced features (higher core counts, improved memory channels, larger caches) to deliver maximum throughput for agentic AI workloads that are memory-bandwidth sensitive.

~Supply security & scale, Samsung’s new/accelerated fabs and process investments (including advanced DRAM nodes) provide reliable, high-volume DDR5 supply as Venice ramps. This reduces risk for AMD’s customers deploying large agentic AI clusters.

~Platform-level optimization, Joint work on memory for Helios systems ensures tight integration of Venice CPUs with Instinct GPUs and high-speed interconnects, delivering superior TCO and performance for full-stack AI infrastructure.

~Cost & efficiency gains, increased Samsung output helps stabilize or moderate DDR5 pricing over time, improving economics for large-scale EPYC deployments in agentic environments.

EPYC Venice (TSMC most advanced 2nm with highest core) is positioned as a major leap for data center CPUs. Samsung’s memory partnership de-risks and accelerates its adoption curve.

3. Samsung as a Major, Multi-Year Buyer of EPYC Venice for Its Own Data Centers

Samsung’s investment explicitly includes significant AI data center development (via Samsung SDS and group initiatives), alongside “sovereign AI” strategies and hyperscale infrastructure. These facilities will require thousands of high-performance servers for:

~Training and running agentic AI models and workflows.
~Cloud services and enterprise AI offerings.
~Internal HPC, R&D, and manufacturing optimization ( AI-enhanced chip production).
~Broader sovereign and regional AI infrastructure.

Why EPYC Venice is a natural fit:

~The deep memory collaboration (DDR5 optimization) creates strong ecosystem alignment and co-development incentives.
~EPYC processors excel in core density, memory bandwidth, I/O, security features, and TCO with $0.0003-$0.0005/M Tokens(lowest token cost), ideal for the mixed CPU-heavy workloads in agentic AI and general-purpose data center expansion.
~Samsung has already demonstrated use of AMD EPYC in commercial solutions (Network in a Server platforms integrating EPYC CPUs with AI capabilities).
~As a major cloud/hyperscale player building its own infrastructure, Samsung represents substantial, recurring volume over the next 5–10+ years, exactly the timeframe of its investment plan.

This buyer relationship complements AMD’s GPU memory supply deal, creating a virtuous cycle: Samsung helps secure memory for AMD’s Instinct GPUs → AMD supplies optimized CPUs and platforms → Samsung deploys them at scale in its expanding data centers.

Conclusion:

Under Dr. Lisa Su’s visionary leadership, AMD has forged a transformative strategic partnership with Samsung that dramatically strengthens its supply chain resilience and cost structure precisely when it is needed most. The high-level March 2026 engagement between Dr. Su and Samsung Chairman Lee Jae-yong, combined with Samsung’s landmark 1,000 trillion KRW (~$648 billion) decade-long investment in semiconductors, AI data centers, and advanced memory capacity, creates a powerful dual advantage: secured and more predictable memory supply alongside a major aligned customer for AMD’s full-stack data center portfolio

This alliance directly addresses AMD’s core challenge in scaling the exploding Agentic AI market. Agentic AI autonomous, multi-step reasoning systems that orchestrate complex workflows is driving a structural shift toward more balanced, CPU-intensive infrastructure. Analysts will continue to increase Agentic AI CPUs TAM to my target at $500B by 2030. Morgan Stanley already picked AMD as biggest Agentic AI winner, fueled by higher 1-5 CPU : 1 GPU ratios in agentic workloads.

Samsung’s massive capacity expansion including accelerated HBM4 production for Instinct MI455X GPUs and optimized high-performance DDR5 tailored for 6th-gen EPYC “Venice” CPUs and the Helios platform will help moderate memory pricing volatility while ensuring prioritized allocation for AMD. This reduces bill of materials uncertainty, supports healthier gross margins, and de-risks large-scale production ramps critical for meeting surging demand.

Simultaneously, Samsung’s own hyperscale AI data center buildouts position it as a significant, multi-year buyer of EPYC Venice processors. The deep ecosystem alignment (memory co-optimization, joint platform development) makes AMD solutions a natural choice for Samsung’s sovereign AI, cloud, and internal HPC needs creating a virtuous cycle of supply security and demand pull.

Dr. Su’s proactive diplomacy and focus on open, collaborative ecosystems have turned a potential memory bottleneck into a strategic moat. By securing stable, high-volume access to advanced HBM and DDR5 while gaining a committed hyperscale partner, AMD is exceptionally well-positioned to capture a disproportionate share of the Agentic AI J-curve. This not only accelerates Instinct GPU and EPYC CPU momentum but also reinforces AMD’s competitive edge in delivering superior TCO and performance for the next decade of AI infrastructure growth.

Dr. Su and Chair Lee partnership combined with Samsung’s historic investment transforms memory from a constraint into a catalyst powering AMD’s ability to scale profitably in the multi-hundred-billion-dollar Revenue in Agentic AI era.

AMD is winning
Samsung is winning

Not Financial Advice! DYOR! Research Purpose only!

Clip is AI Generated by GROK.

$AMD $TSM on track to hit 140k WPM 🧵

https://x.com/MikeLongTerm/status/2065779273965662382

I've tested hundreds of supplements over 30 years to heal myself.

Most are worthless, but these 15 transformed my health.

At 50, my bloodwork is better than when I was 20.

The evidence-based supplement list that actually works: 🧵

1. MSM (Methylsulfonylmethane)

Hands-down my favourite supplement recommendation for ANYONE.

It boosts oxygen in your cells (disease HATES oxygen).

I take 6-9 grams TWICE daily, and my chronic pain vanished.

Even my scar tissue softens noticeably within days.

2. Vitamin C

Not just for colds, it's critical for tissue repair & lowering inflammation.

I take several grams of sodium ascorbate daily when fighting infection.

Combined with MSM, it's like giving your muscles an internal bath, washing away years of accumulated toxins.

High cortisol wrecks your body faster than junk food ever will.

It tanks testosterone, stores dangerous visceral belly fat, and literally shrinks your brain.

Here are 8 simple ways to lower cortisol according to science:

1. Sauna (5 nights/week)

Heat exposure shifts your nervous system into parasympathetic recovery and releases endorphins that quiet the stress response.

Long-term, regular sauna use is linked to lower baseline cortisol.

Start with 15 minutes at 170°F, ideally 1 to 2 hours before bed.

2. Eat real meals, not constant snacks.

Grazing all day keeps insulin elevated, which directly interferes with how your body regulates cortisol.

Aim for 2 to 3 solid meals built around protein, fat, and fiber.

I have some tremendous news to share: we've just won a decisive victory against Mark Zuckerberg and the Silicon Valley billionaires 🧵

Together with my colleague Emmanuel Saez, we’ve spent years working alongside California's civil society to make the 200 Silicon Valley billionaires—including Mark Zuckerberg and Peter Thiel—pay their fair share.

Today, they have just lost a crucial battle.

It all began in July 2025, when Donald Trump signed the One Big Beautiful Bill Act into law.

The legislation included sweeping budget cuts, slashing funding for Medicaid, the health insurance program that serves low-income Americans. nytimes.com/interactive/20…

The feeling that you don't have enough money, love, or time isn't really about how much you have.

It's a lens. And here's a 7-minute practice that changes it:

Tell yourself "I don't have enough" a hundred times a day and your brain starts filtering reality to prove it. You stop seeing the opportunities right in front of you.

Same way a kid who gets called "naughty" becomes naughty.

The practice to shift it:

Sit across from someone, or call them up.

For 7 to 10 minutes, trade single-sentence gratitudes out loud, specifically about *the thing you feel you lack.*

High cortisol is the real reason you wake up at 3-4 AM.

It also shaves 5 years off your life — tanks testosterone, locks belly fat, literally shrinks your brain.

If I wanted to fix it without medication, here are 8 things I'd do every day:

1. No food 3 hours before bed.

Late eating spikes blood sugar. Insulin clears it overnight. Then glucose crashes at 2-3 AM.

Your body fires cortisol to rescue you.

That's not insomnia — that's a metabolic emergency you scheduled at 9 PM with your last bite.

2. The 9 PM open-loop dump on paper.

Most 3 AM wake-ups are an unresolved decision your nervous system keeps running.

Pen and paper. 90 seconds. List every unfinished thing.

Externalize the loop or it runs you at 2 AM.

Your farts are telling you something about your gut health.

Silent but deadly = bad sign.
Loud but odorless = good sign.

Here's why you should take it seriously:

When your gut bacteria have plenty of fiber to work with, they ferment it.

Fiber fermentation produces carbon dioxide, hydrogen, and methane.

These gases are completely odorless.

As a bonus, fiber fermentation also produces short-chain fatty acids, which are anti-inflammatory and great for your gut.

But when fiber is low and protein is high, something different happens.

Undigested protein reaches your colon, making your bacteria ferment it instead.

Protein fermentation produces hydrogen sulfide and compounds like skatole and indole.

That's the silent but deadly smell. And it's a sign your gut is not happy.

1/ China Challenge: Believe It or Not*

Shaking Up the Supercomputer Rankings

2/ Which supercomputer was named the fastest in the world by the latest edition of the respected Top500 rankings?

3/ Answer: China’s LineShine system.